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September, 2016  // Posts published in September, 2016

The Cloud Has Cast a Shadow on IT Security Product Sales (PANW, FTNT, CHKP)

Research Question: What are the buying/implementation patterns for network security products now and looking into 2017? Which vendors’ products are or are not showing momentum? Companies: AMZN, CHKP, CSCO, CUDA, FEYE, FFIV, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary Purchases of enterprise network security products have flattened […]

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Taser Idea Proposal (TASR)

Taser Idea Proposal (TASR)

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: October 26, 2016   Blueshift’s initial research shows TASR continuing to dominate the body camera market, achieving significant contract wins in Q2 and Q3. However, the Axon line of body cameras has a lower profit margin that […]

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Higher, Stable Oil Price Needed Before Field Work Can Increase

Research Question: With oil pricing recently stabilizing in the mid- to upper $40s per barrel, what are expectations for demand and pricing for oilfield services for the remainder of 2016? Companies: BAS, BHI, FTK, HAL, HP, KEGX, NBR, PDS, PTEN, RES, SLB, SPN Click here to download report (.pdf)   Highlights Wavering oil prices during the […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Are the new Classic IIs enough to spur Deckers’ UGG to a successful back-to-school and holiday season? Report Available: October 13, 2016   Blueshift’s initial research shows DECK optimistic about fall and winter with an update on its Classic UGG boot. The Classic II was introduced in late summer to positive reviews and includes weatherproofing, […]

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Atlassian Idea Proposal (TEAM)

Atlassian Idea Proposal (TEAM)

Is Atlassian expanding outside of IT and software teams fast enough to surpass its FY 2017 growth target? Report Available: October 27, 2016   Blueshift’s initial research shows TEAM continuing to broaden its user base outside of its traditional core of IT and software teams and adding key functionality to potential growth products like HipChat […]

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Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)

Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Report Available: October 19, 2016   Blueshift’s initial research shows FIT, the leader in the fitness wearables market, hoping for a significant sales boost with the release of two new products. The Flex 2 and Charge 2 fitness trackers have generated a […]

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ServiceMaster’s AHS on Track for Growth Despite a Technician Shortage (SERV)

Research Question: Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology? Companies: ANGI, FAF, ORI, SERV, SHLD, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield (AHS) is well positioned to gain market share despite […]

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Data Analytics Goes Big, Fast and Wide Open (RHT, INTC)

Research Question: What effect will ultra-fast networking and server technology have on the data analytics industry moving forward? Companies: AMZN, ANET, CSCO, DATA, HPE, IBM, INTC, MSFT, ORCL, QLIK, RHT By: John Harrington Click here to download report (.pdf)   Summary Data center networking and storage advancements are opening the door for the analysis of unheard […]

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Steady Adoption Growth Expected for Dentsply Sirona’s CEREC (XRAY)

Research Question: Will Dentsply Sirona’s merger lead to accelerated adoption of its CEREC CAD/CAM system? Companies: ALGN, HPE, HSIC, MMM, PDCO, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Dentsply Sirona Inc. (XRAY) will see steady growth in the adoption of its CEREC system, according to 14 of 18 dentists, […]

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